How to create Workflows

Created by Gayathri Daka, Modified on Thu, 8 Dec, 2022 at 6:25 PM by Lakshmi Bhavani

Learn how to create workflows for projects

Login to the site in the browser with valid credentials.
Go to Project settings
Go to Workflow Management and click on Plus.
The following popup will be displayed
Provide the name of the workflow which make Add will be enabled. Click on the Add button.
Now the workflow is created, we should provide status in Workflow Statuses and the transitions flows in Workflow Status Transitions.
Now, select the status that has to exist for the task/work item to which this Lead board is assigned.
For that, click on the plus icon on the top right of the Workflow Statuses.
Statuses dropdown will be displayed as below.
Select all the status for the workflow.
Now create the transitions in Workflow Status Transitions. Click on Plus and the following popup will be displayed.
Select the transition From and To statues.
With this, the work created will be completed.

To remove status from workflow, follow this